What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
October 20, 2021
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We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting growth.
The Gradual Shift To Policy Normalization Begins
October 18, 2021
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
October 13, 2021
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When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
October 4, 2021
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Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
September 27, 2021
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Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
Markets Remain Fixated On Monetary Policy
September 20, 2021
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
What Does ‘Digital-First’ Mean For Clearview FCU?
September 14, 2021
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The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
August 23, 2021
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As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new streams of income.
Economic Cycles Are Rarely A Straight Line
August 16, 2021
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From Trendwatch 2Q 2021
August 11, 2021
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At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting ...
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
Markets Remain Fixated On Monetary Policy
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
What Does ‘Digital-First’ Mean For Clearview FCU?
The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new ...
Economic Cycles Are Rarely A Straight Line
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From Trendwatch 2Q 2021
At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
The Gradual Shift To Policy Normalization Begins